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Planning your Retirement

Helping you to plan for your retirement is a large part of our business.

We will work closely with you to identify those things that are important to you and help you to make the right decision when the time comes to retire.

Working with a carefully selected panel of providers, we offer the following range of products:

Self-Invested Pension Plans (SIPPs)

Trustee Schemes

Retirement Plans

Draw down Plans

Annuities

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.